13F QoQ Ownership Changes
ILMN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 183 new · 297 added · 371 reduced · 100 exited
New Positions(183)
Added To(297)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 20,101,173 | +124,323 | $2.64B | +$739.3M | 0.6% |
| AQR CAPITAL MANAGEMENT LLC | 4,426,126 | +1,028,099 | $580.5M | +$264.6M | 30.3% |
| STATE STREET CORP | 6,190,114 | +190,324 | $811.9M | +$242.1M | 3.2% |
| Invesco Ltd. | 2,747,986 | +1,352,731 | $360.4M | +$227.9M | 97.0% |
| MORGAN STANLEY | 2,529,045 | +1,005,474 | $331.7M | +$187.0M | 66.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 944,500 | +911,843 | $124.1M | +$121.1M | 2792.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,869,047 | +130,139 | $375.3M | +$116.0M | 4.8% |
| AMERIPRISE FINANCIAL INC | 1,209,087 | +748,381 | $158.6M | +$114.8M | 162.4% |
| Southpoint Capital Advisors LP | 1,750,464 | +250,464 | $229.6M | +$87.1M | 16.7% |
| PRIMECAP MANAGEMENT CO/CA/ | 1,989,679 | +104,400 | $261.0M | +$81.9M | 5.5% |
| JANUS HENDERSON GROUP PLC | 2,071,544 | +41,747 | $271.7M | +$78.9M | 2.0% |
| FMR LLC | 1,694,354 | +123,631 | $222.2M | +$73.1M | 7.9% |
| FIRST TRUST ADVISORS LP | 870,610 | +405,652 | $114.2M | +$70.0M | 87.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,236,937 | +235,127 | $162.2M | +$67.1M | 23.5% |
| ARK Investment Management LLC | 1,540,351 | +72,472 | $202.0M | +$62.6M | 4.9% |
| UBS Group AG | 1,527,823 | +27,347 | $200.4M | +$57.9M | 1.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 496,793 | +269,153 | $65.2M | +$43.5M | 118.2% |
| FRANKLIN RESOURCES INC | 328,857 | +267,443 | $43.1M | +$37.3M | 435.5% |
| FEDERATED HERMES, INC. | 836,386 | +34,778 | $109.7M | +$33.6M | 4.3% |
| LETKO, BROSSEAU & ASSOCIATES INC | 858,993 | +4,675 | $112.7M | +$31.5M | 0.5% |
| Swedbank AB | 826,186 | +695 | $108.4M | +$30.0M | 0.1% |
| Caisse de depot et placement du Quebec | 338,251 | +185,810 | $44.4M | +$29.9M | 121.9% |
| Quantinno Capital Management LP | 520,938 | +110,785 | $68.3M | +$29.4M | 27.0% |
| Casdin Capital, LLC | 600,000 | +75,000 | $78.7M | +$28.8M | 14.3% |
| Nuveen, LLC | 407,891 | +144,931 | $53.5M | +$28.5M | 55.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 615,497 | +16,033 | $80.7M | +$23.8M | 2.7% |
| IEQ CAPITAL, LLC | 401,714 | +85,698 | $52.7M | +$22.7M | 27.1% |
| AMERICAN CENTURY COMPANIES INC | 198,622 | +156,966 | $26.1M | +$22.1M | 376.8% |
| DIMENSIONAL FUND ADVISORS LP | 564,195 | +6,670 | $74.0M | +$21.1M | 1.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 255,376 | +121,027 | $33.5M | +$20.7M | 90.1% |
| DEUTSCHE BANK AG\ | 368,960 | +74,677 | $48.4M | +$20.4M | 25.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 348,011 | +74,900 | $45.6M | +$19.7M | 27.4% |
| JUPITER ASSET MANAGEMENT LTD | 271,354 | +95,594 | $35.6M | +$18.9M | 54.4% |
| RAYMOND JAMES FINANCIAL INC | 411,495 | +37,595 | $54.0M | +$18.5M | 10.1% |
| Chevy Chase Trust Holdings, LLC | 467,630 | +8,087 | $61.3M | +$17.7M | 1.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 417,988 | +18,367 | $54.8M | +$16.9M | 4.6% |
| Stephens Investment Management Group LLC | 342,571 | +47,094 | $44.9M | +$16.9M | 15.9% |
| CITIGROUP INC | 247,174 | +80,071 | $32.4M | +$16.5M | 47.9% |
| PEAK6 LLC | 340,500 | +39,500 | $44.7M | +$16.1M | 13.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 130,876 | +109,769 | $17.2M | +$15.2M | 520.0% |
| Douglas Lane & Associates, LLC | 333,623 | +26,014 | $43.8M | +$14.5M | 8.4% |
| Gotham Asset Management, LLC | 315,008 | +22,320 | $41.3M | +$13.5M | 7.6% |
| Cerity Partners LLC | 192,091 | +66,704 | $25.2M | +$13.3M | 53.2% |
| California Public Employees Retirement System | 330,662 | +2,983 | $43.4M | +$12.2M | 0.9% |
| Mitsubishi UFJ Trust & Banking Corp | 229,408 | +36,178 | $30.1M | +$11.7M | 18.7% |
| CIBC Private Wealth Group LLC | 302,802 | +3,441 | $39.7M | +$11.3M | 1.1% |
| Amundi | 307,662 | +12,429 | $40.4M | +$10.5M | 4.2% |
| NORTH STAR ASSET MANAGEMENT INC | 183,697 | +38,220 | $24.1M | +$10.3M | 26.3% |
| JENNISON ASSOCIATES LLC | 199,858 | +32,011 | $26.2M | +$10.3M | 19.1% |
| ASR Vermogensbeheer N.V. | 268,509 | +4,169 | $35.2M | +$10.1M | 1.6% |
| Mariner, LLC | 109,833 | +60,618 | $14.4M | +$9.8M | 123.2% |
| BAMCO INC /NY/ | 219,566 | +11,472 | $28.8M | +$9.0M | 5.5% |
| ALLIANCEBERNSTEIN L.P. | 236,812 | +1,459 | $31.1M | +$8.7M | 0.6% |
| Caption Management, LLC | 89,600 | +57,400 | $11.8M | +$8.7M | 178.3% |
| Walleye Trading LLC | 148,545 | +28,555 | $19.5M | +$8.1M | 23.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 154,596 | +16,425 | $20.8M | +$7.6M | 11.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 105,237 | +14,072 | $15.5M | +$6.7M | 15.4% |
| Focus Partners Wealth | 68,523 | +42,408 | $9.0M | +$6.5M | 162.4% |
| Asset Management One Co., Ltd. | 125,230 | +11,679 | $16.8M | +$6.1M | 10.3% |
| Vident Advisory, LLC | 152,764 | +4,579 | $20.0M | +$6.0M | 3.1% |
| Voya Investment Management LLC | 81,788 | +26,761 | $10.7M | +$5.5M | 48.6% |
| LPL Financial LLC | 112,796 | +12,291 | $14.8M | +$5.2M | 12.2% |
| BOURGEON CAPITAL MANAGEMENT LLC | 141,817 | +157 | $18.6M | +$5.1M | 0.1% |
| Skandinaviska Enskilda Banken AB (publ) | 90,592 | +16,397 | $11.9M | +$4.8M | 22.1% |
| Twin Tree Management, LP | 65,550 | +25,850 | $8.6M | +$4.8M | 65.1% |
| Capital International, Inc./CA/ | 97,935 | +10,799 | $12.8M | +$4.6M | 12.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 36,303 | +33,457 | $4.8M | +$4.5M | 1175.6% |
| Squarepoint Ops LLC | 58,556 | +24,456 | $7.7M | +$4.4M | 71.7% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 72,574 | +16,383 | $9.5M | +$4.2M | 29.1% |
| Corient Private Wealth LLC | 128,746 | +116,219 | $5.3M | +$4.1M | 927.7% |
| S-Bank Fund Management Ltd | 32,000 | +30,457 | $4.2M | +$4.1M | 1973.9% |
| Creative Planning | 70,211 | +14,723 | $9.2M | +$3.9M | 26.5% |
| Capital Investment Services of America, Inc. | 97,644 | +4,205 | $12.8M | +$3.9M | 4.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 55,265 | +20,228 | $7.2M | +$3.9M | 57.7% |
| SEI INVESTMENTS CO | 91,309 | +5,933 | $12.0M | +$3.9M | 6.9% |
| Vinva Investment Management Ltd | 31,160 | +27,644 | $4.1M | +$3.8M | 786.2% |
| WELLS FARGO & COMPANY/MN | 79,846 | +4,716 | $10.5M | +$3.3M | 6.3% |
| Tidal Investments LLC | 62,618 | +10,706 | $8.2M | +$3.3M | 20.6% |
| VICTORY CAPITAL MANAGEMENT INC | 65,940 | +7,494 | $8.6M | +$3.1M | 12.8% |
| NEUBERGER BERMAN GROUP LLC | 70,604 | +5,282 | $9.3M | +$3.1M | 8.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 69,141 | +5,730 | $9.1M | +$3.0M | 9.0% |
| Walleye Capital LLC | 61,782 | +7,709 | $8.1M | +$3.0M | 14.3% |
| D. E. Shaw & Co., Inc. | 58,419 | +8,735 | $7.7M | +$2.9M | 17.6% |
| TWO SIGMA INVESTMENTS, LP | 54,317 | +9,919 | $7.1M | +$2.9M | 22.3% |
| National Pension Service | 54,886 | +8,602 | $7.2M | +$2.8M | 18.6% |
| Allianz Asset Management GmbH | 27,168 | +14,341 | $3.6M | +$2.3M | 111.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,684 | +5,248 | $6.5M | +$2.3M | 11.8% |
| TRUIST FINANCIAL CORP | 53,688 | +3,305 | $7.0M | +$2.3M | 6.5% |
| OMERS ADMINISTRATION Corp | 21,189 | +15,481 | $2.8M | +$2.2M | 271.2% |
| Pathstone Holdings, LLC | 39,443 | +8,371 | $5.2M | +$2.2M | 26.9% |
| Engineers Gate Manager LP | 56,969 | +734 | $7.5M | +$2.1M | 1.3% |
| NS Partners Ltd | 52,719 | +13 | $6.9M | +$1.9M | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 35,854 | +6,390 | $4.7M | +$1.9M | 21.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 49,653 | +159 | $6.5M | +$1.8M | 0.3% |
| Mirae Asset Global Investments Co., Ltd. | 40,728 | +2,844 | $5.3M | +$1.7M | 7.5% |
| State of Wyoming | 19,125 | +11,071 | $2.5M | +$1.7M | 137.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 46,086 | +148 | $6.0M | +$1.7M | 0.3% |
| OPPENHEIMER & CO INC | 42,654 | +479 | $5.6M | +$1.6M | 1.1% |
| GUGGENHEIM CAPITAL LLC | 35,745 | +1,743 | $4.7M | +$1.5M | 5.1% |
| Alberta Investment Management Corp | 13,700 | +9,700 | $1.8M | +$1.4M | 242.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 27,234 | +4,483 | $3.6M | +$1.4M | 19.7% |
| Merit Financial Group, LLC | 23,834 | +5,113 | $3.1M | +$1.3M | 27.3% |
| NWAM LLC | 15,583 | +10,435 | $1.8M | +$1.3M | 202.7% |
| Elo Mutual Pension Insurance Co | 27,704 | +3,285 | $3.6M | +$1.3M | 13.4% |
| Pallas Capital Advisors LLC | 27,963 | +2,497 | $3.7M | +$1.2M | 9.8% |
| TORONTO DOMINION BANK | 33,605 | +92 | $4.4M | +$1.2M | 0.3% |
| Caprock Group, LLC | 20,558 | +5,764 | $2.7M | +$1.2M | 39.0% |
| Vanguard Personalized Indexing Management, LLC | 31,841 | +233 | $4.2M | +$1.2M | 0.7% |
| MML INVESTORS SERVICES, LLC | 27,332 | +1,883 | $3.6M | +$1.2M | 7.4% |
| ANDERSON HOAGLAND & CO | 14,555 | +6,183 | $1.9M | +$1.1M | 73.8% |
| Brevan Howard Capital Management LP | 14,371 | +5,723 | $1.9M | +$1.1M | 66.2% |
| Vestmark Advisory Solutions, Inc. | 26,126 | +737 | $3.4M | +$1.0M | 2.9% |
| Investment Management Corp of Ontario | 13,088 | +5,588 | $1.7M | +$1.0M | 74.5% |
| NorthCrest Asset Manangement, LLC | 11,296 | +4,871 | $1.6M | +$975.4K | 75.8% |
| Banque Cantonale Vaudoise | 7,071 | +107 | $927.0K | +$926.3K | 1.5% |
| ALLSTATE CORP | 11,170 | +5,492 | $1.5M | +$925.8K | 96.7% |
| AE Wealth Management LLC | 22,499 | +1,162 | $3.0M | +$924.6K | 5.4% |
| Guardian Partners Inc. | 20,671 | +2,550 | $2.8M | +$910.3K | 14.1% |
| ZACKS INVESTMENT MANAGEMENT | 24,711 | +56 | $3.2M | +$899.5K | 0.2% |
| Chicago Partners Investment Group LLC | 12,330 | +2,422 | $1.9M | +$884.0K | 24.4% |
| 1832 Asset Management L.P. | 18,855 | +1,932 | $2.5M | +$865.8K | 11.4% |
| Crossmark Global Holdings, Inc. | 12,461 | +4,278 | $1.6M | +$857.2K | 52.3% |
| Callan Family Office, LLC | 8,420 | +5,481 | $1.1M | +$825.3K | 186.5% |
| SIMPLEX TRADING, LLC | 6,277 | +3,839 | $823.3K | +$823.1K | 157.5% |
| Ethic Inc. | 16,910 | +2,127 | $2.2M | +$814.0K | 14.4% |
| Radnor Capital Management, LLC | 21,770 | +70 | $2.9M | +$794.5K | 0.3% |
| QUADRANT CAPITAL GROUP LLC | 19,878 | +428 | $2.6M | +$760.0K | 2.2% |
| PNC Financial Services Group, Inc. | 16,996 | +960 | $2.2M | +$706.3K | 6.0% |
| Sivia Capital Partners, LLC | 10,714 | +3,081 | $1.4M | +$680.3K | 40.4% |
| Krilogy Financial LLC | 15,727 | +1,607 | $2.4M | +$677.4K | 11.4% |
| Raiffeisen Bank International AG | 5,227 | +4,952 | $691.4K | +$665.7K | 1800.7% |
| Legacy Trust | 13,565 | +1,775 | $1.8M | +$659.5K | 15.1% |
| CIBC WORLD MARKET INC. | 13,632 | +1,631 | $1.8M | +$648.2K | 13.6% |
| ProShare Advisors LLC | 13,374 | +1,148 | $1.8M | +$593.0K | 9.4% |
| BANK OF NOVA SCOTIA | 7,357 | +3,429 | $964.9K | +$591.9K | 87.3% |
| Wealthcare Advisory Partners LLC | 11,039 | +1,875 | $1.4M | +$577.6K | 20.5% |
| Focus Partners Advisor Solutions, LLC | 23,032 | +1,371 | $3.0M | +$575.8K | 6.3% |
| Advisors Asset Management, Inc. | 5,903 | +3,669 | $774.2K | +$562.1K | 164.2% |
| Optas, LLC | 5,747 | +3,488 | $753.8K | +$539.2K | 154.4% |
| M&T Bank Corp | 10,258 | +1,721 | $1.3M | +$534.7K | 20.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,047 | +3,457 | $662.0K | +$511.0K | 217.4% |
| SYON CAPITAL LLC | 8,483 | +1,917 | $1.1M | +$489.1K | 29.2% |
| Ballentine Partners, LLC | 11,817 | +573 | $1.5M | +$482.1K | 5.1% |
| Aaron Wealth Advisors LLC | 11,249 | +773 | $1.5M | +$480.5K | 7.4% |
| Concurrent Investment Advisors, LLC | 8,493 | +1,634 | $1.1M | +$462.5K | 23.8% |
| Biondo Investment Advisors, LLC | 11,531 | +350 | $1.5M | +$450.5K | 3.1% |
| Belvedere Trading LLC | 6,500 | +1,700 | $938.1K | +$439.2K | 35.4% |
| Mediolanum International Funds Ltd | 10,187 | +243 | $1.4M | +$438.8K | 2.4% |
| AlphaQuest LLC | 4,396 | +2,837 | $576.6K | +$428.5K | 182.0% |
| Caerus Investment Advisors, LLC | 5,605 | +2,332 | $735.2K | +$424.3K | 71.2% |
| HANCOCK WHITNEY CORP | 10,406 | +434 | $1.4M | +$417.8K | 4.3% |
| JOHN G ULLMAN & ASSOCIATES INC | 7,825 | +1,375 | $1.0M | +$413.8K | 21.3% |
| Kera Capital Partners, Inc. | 6,219 | +1,091 | $900.6K | +$413.6K | 21.3% |
| NewEdge Advisors, LLC | 5,355 | +2,282 | $702.4K | +$410.5K | 74.3% |
| Brooklyn Investment Group | 8,978 | +490 | $1.2M | +$401.8K | 5.8% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10,262 | +221 | $1.3M | +$392.4K | 2.2% |
| GREENLEAF TRUST | 9,013 | +665 | $1.2M | +$389.3K | 8.0% |
| EverSource Wealth Advisors, LLC | 5,977 | +1,710 | $784.0K | +$378.7K | 40.1% |
| NATIONAL BANK OF CANADA /FI/ | 8,967 | +527 | $1.2M | +$374.1K | 6.2% |
| Prospera Financial Services Inc | 6,608 | +1,371 | $866.7K | +$369.4K | 26.2% |
| Parcion Private Wealth LLC | 6,112 | +1,532 | $801.6K | +$366.7K | 33.4% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,081 | +1,154 | $928.7K | +$365.9K | 19.5% |
| Waverly Advisors, LLC | 4,782 | +2,025 | $627.2K | +$365.4K | 73.4% |
| STEPHENS INC /AR/ | 8,026 | +540 | $1.1M | +$341.7K | 7.2% |
| COMMERCE BANK | 8,950 | +80 | $1.2M | +$331.5K | 0.9% |
| Perigon Wealth Management, LLC | 5,109 | +1,454 | $670.1K | +$323.0K | 39.8% |
| AlphaCore Capital LLC | 4,365 | +1,730 | $572.5K | +$322.3K | 65.7% |
| NISA INVESTMENT ADVISORS, LLC | 3,923 | +1,815 | $514.5K | +$314.3K | 86.1% |
| Sequoia Financial Advisors, LLC | 6,797 | +601 | $891.5K | +$303.1K | 9.7% |
| PRUDENTIAL PLC | 6,706 | +521 | $879.6K | +$292.2K | 8.4% |
| Farther Finance Advisors, LLC | 4,263 | +1,439 | $559.1K | +$290.9K | 51.0% |
| Arkadios Wealth Advisors | 7,877 | +60 | $1.0M | +$290.7K | 0.8% |
| HB Wealth Management, LLC | 4,949 | +1,142 | $649.1K | +$287.6K | 30.0% |
| Wealthspire Advisors, LLC | 2,613 | +2,029 | $342.7K | +$287.2K | 347.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,832 | +1,545 | $502.6K | +$285.4K | 67.5% |
| RFG Advisory, LLC | 6,161 | +564 | $808.1K | +$276.5K | 10.1% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 4,402 | +500 | $647.6K | +$266.0K | 12.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5,531 | +658 | $725.4K | +$262.7K | 13.5% |
| Siemens Fonds Invest GmbH | 4,662 | +854 | $618.9K | +$257.2K | 22.4% |
| CHOREO, LLC | 5,043 | +691 | $669.5K | +$256.1K | 15.9% |
| BENJAMIN EDWARDS INC | 6,286 | +153 | $824.3K | +$242.0K | 2.5% |
| CI INVESTMENTS INC. | 1,806 | +178 | $236.9K | +$236.7K | 10.9% |
| QRG CAPITAL MANAGEMENT, INC. | 4,358 | +816 | $571.5K | +$235.2K | 23.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 4,071 | +909 | $534.0K | +$233.7K | 28.7% |
| WADDELL & ASSOCIATES, LLC | 4,468 | +723 | $586.0K | +$230.4K | 19.3% |
| Legacy Financial Advisors, Inc. | 3,811 | +953 | $499.9K | +$228.4K | 33.3% |
| EARNED WEALTH ADVISORS, LLC | 5,340 | +346 | $700.4K | +$226.1K | 6.9% |
| Grove Bank & Trust | 1,756 | +1,672 | $230.3K | +$222.3K | 1990.5% |
| Baker Avenue Asset Management, LP | 4,399 | +570 | $577.0K | +$213.3K | 14.9% |
| Green Alpha Advisors, LLC | 4,615 | +419 | $605.3K | +$206.8K | 10.0% |
| Allegiance Financial Group Advisory Services LLC | 4,154 | +558 | $544.8K | +$203.3K | 15.5% |
| SYM FINANCIAL Corp | 4,852 | +254 | $636.4K | +$199.7K | 5.5% |
| Portside Wealth Group, LLC | 4,173 | +455 | $547.3K | +$194.2K | 12.2% |
| waypoint wealth counsel | 4,058 | +498 | $532.2K | +$194.2K | 14.0% |
| EVOKE WEALTH, LLC | 4,265 | +360 | $559.4K | +$188.5K | 9.2% |
| SIGNATUREFD, LLC | 4,979 | +61 | $653.0K | +$186.0K | 1.2% |
| &PARTNERS | 3,019 | +784 | $397.7K | +$185.2K | 35.1% |
| SITTNER & NELSON, LLC | 5,947 | +381 | $712.0K | +$183.4K | 6.8% |
| Kaufman Rossin Wealth, LLC | 4,885 | +34 | $640.7K | +$180.0K | 0.7% |
| ALPS ADVISORS INC | 4,833 | +43 | $633.9K | +$179.0K | 0.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,643 | +99 | $609.0K | +$177.4K | 2.2% |
| Versant Capital Management, Inc | 2,337 | +973 | $306.5K | +$177.0K | 71.3% |
| GAMMA Investing LLC | 3,462 | +459 | $454.1K | +$168.9K | 15.3% |
| Kestra Advisory Services, LLC | 3,708 | +316 | $486.4K | +$164.2K | 9.3% |
| Optimize Financial Inc | 4,354 | +60 | $571.1K | +$163.3K | 1.4% |
| Clearstead Advisors, LLC | 4,118 | +44 | $540.1K | +$153.2K | 1.1% |
| Philip James Wealth Mangement, LLC | 3,508 | +262 | $460.1K | +$151.8K | 8.1% |
| Wedmont Private Capital | 2,497 | +181 | $374.9K | +$151.0K | 7.8% |
| HUB Investment Partners, LLC | 3,383 | +271 | $443.7K | +$148.2K | 8.7% |
| BANK OF STOCKTON | 3,462 | +239 | $454.1K | +$148.0K | 7.4% |
| Nilsine Partners, LLC | 3,361 | +225 | $440.8K | +$143.0K | 7.2% |
| Advisory Services Network, LLC | 1,854 | +777 | $243.2K | +$140.9K | 72.1% |
| Avior Wealth Management, LLC | 3,808 | +1 | $499.5K | +$137.9K | 0.0% |
| SBI Securities Co., Ltd. | 1,934 | +713 | $253.7K | +$137.7K | 58.4% |
| Fi3 FINANCIAL ADVISORS, LLC | 2,941 | +262 | $385.7K | +$131.3K | 9.8% |
| Interchange Capital Partners, LLC | 3,091 | +180 | $405.4K | +$129.0K | 6.2% |
| ROTHSCHILD INVESTMENT LLC | 2,907 | +232 | $381.3K | +$127.3K | 8.7% |
| Meeder Advisory Services, Inc. | 2,737 | +269 | $359.0K | +$124.6K | 10.9% |
| True Wealth Design, LLC | 2,272 | +407 | $298.0K | +$120.9K | 21.8% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2,991 | +14 | $392.3K | +$109.6K | 0.5% |
| Motley Fool Asset Management LLC | 2,648 | +144 | $347.3K | +$109.5K | 5.8% |
| JOURNEY STRATEGIC WEALTH LLC | 2,364 | +252 | $310.1K | +$109.5K | 11.9% |
| Icon Wealth Advisors, LLC | 2,507 | +182 | $328.8K | +$108.0K | 7.8% |
| PANAGORA ASSET MANAGEMENT INC | 2,536 | +96 | $332.6K | +$100.9K | 3.9% |
| HUNTINGTON NATIONAL BANK | 1,208 | +590 | $158.4K | +$99.7K | 95.5% |
| Venturi Wealth Management, LLC | 2,465 | +99 | $323.3K | +$98.6K | 4.2% |
| CoreCap Advisors, LLC | 753 | +708 | $98.8K | +$94.5K | 1573.3% |
| Global Retirement Partners, LLC | 1,229 | +495 | $161.2K | +$91.5K | 67.4% |
| WHITTIER TRUST CO | 1,649 | +150 | $242.6K | +$89.5K | 10.0% |
| HighPoint Advisor Group LLC | 2,218 | +80 | $290.9K | +$87.9K | 3.7% |
| Probity Advisors, Inc. | 2,298 | +25 | $301.4K | +$85.5K | 1.1% |
| UMB Bank, n.a. | 1,943 | +157 | $254.8K | +$85.2K | 8.8% |
| Platform Technology Partners | 2,202 | +58 | $288.8K | +$85.2K | 2.7% |
| PRINCIPAL SECURITIES, INC. | 2,046 | +59 | $268.4K | +$79.6K | 3.0% |
| Smartleaf Asset Management LLC | 1,329 | +186 | $176.4K | +$71.4K | 16.3% |
| Larson Financial Group LLC | 1,448 | +114 | $189.9K | +$63.2K | 8.5% |
| BROWN BROTHERS HARRIMAN & CO | 441 | +400 | $57.8K | +$53.9K | 975.6% |
| Bank Julius Baer & Co. Ltd, Zurich | 650 | +310 | $85.3K | +$52.9K | 91.2% |
| MassMutual Private Wealth & Trust, FSB | 1,081 | +79 | $141.8K | +$46.6K | 7.9% |
| MAI Capital Management | 748 | +203 | $98.1K | +$46.3K | 37.2% |
| Itau Unibanco Holding S.A. | 556 | +268 | $72.9K | +$45.6K | 93.0% |
| ASSETMARK, INC | 1,087 | +48 | $142.6K | +$43.9K | 4.6% |
| Lido Advisors, LLC | 3,490 | +174 | $355.9K | +$40.8K | 5.2% |
| Cullen/Frost Bankers, Inc. | 998 | +6 | $130.9K | +$36.7K | 0.6% |
| SJS Investment Consulting Inc. | 665 | +132 | $87.2K | +$36.6K | 24.8% |
| WPG Advisers, LLC | 932 | +14 | $122.2K | +$35.1K | 1.5% |
| Ransom Advisory, Ltd | 298 | +261 | $37.3K | +$33.8K | 705.4% |
| Ariadne Wealth Management, LP | 4,264 | +453 | $488.0K | +$30.9K | 11.9% |
| Rakuten Securities, Inc. | 288 | +213 | $37.8K | +$30.7K | 284.0% |
| Activest Wealth Management | 247 | +215 | $32.4K | +$29.4K | 671.9% |
| Sunbelt Securities, Inc. | 520 | +66 | $68.2K | +$25.1K | 14.5% |
| Ancora Advisors LLC | 199 | +151 | $26.1K | +$21.5K | 314.6% |
| Parkside Financial Bank & Trust | 353 | +67 | $46.3K | +$19.1K | 23.4% |
| HOLLENCREST CAPITAL MANAGEMENT | 150 | +140 | $19.7K | +$18.7K | 1400.0% |
| Creative Capital Management Investments LLC | 195 | +120 | $25.6K | +$18.5K | 160.0% |
| Prestige Wealth Management Group LLC | 151 | +146 | $16.8K | +$16.4K | 2920.0% |
| Quent Capital, LLC | 310 | +9 | $40.7K | +$12.1K | 3.0% |
| TD PRIVATE CLIENT WEALTH LLC | 134 | +57 | $17.6K | +$10.3K | 74.0% |
| Caitlin John, LLC | 150 | +50 | $19.7K | +$10.2K | 50.0% |
| Transamerica Financial Advisors, LLC | 118 | +61 | $15.5K | +$10.1K | 107.0% |
| Root Financial Partners, LLC | 157 | +42 | $20.6K | +$9.7K | 36.5% |
| HARBOUR INVESTMENTS, INC. | 215 | +6 | $28.2K | +$8.3K | 2.9% |
| CWM, LLC | 135,535 | +25,160 | $17.8K | +$7.3K | 22.8% |
| SouthState Corp | 152 | +13 | $19.9K | +$6.7K | 9.3% |
| EASTERN BANK | 163 | +5 | $21.4K | +$6.4K | 3.2% |
| ORG Partners LLC | 50 | +44 | $6.6K | +$6.0K | 733.3% |
| ELEVATION WEALTH PARTNERS, LLC | 149 | +6 | $19.5K | +$6.0K | 4.2% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 149,638 | +4,002 | $19.6K | +$5.8K | 2.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 133,917 | +4,360 | $17.6K | +$5.3K | 3.4% |
| Colonial Trust Co / SC | 73 | +25 | $9.6K | +$5.0K | 52.1% |
| SG Americas Securities, LLC | 79,893 | +19,165 | $10.5K | +$4.7K | 31.6% |
| JFS WEALTH ADVISORS, LLC | 47 | +21 | $6.2K | +$3.7K | 80.8% |
| Financial Network Wealth Advisors LLC | 76 | +9 | $10.0K | +$3.6K | 13.4% |
| Rossby Financial, LCC | 48 | +20 | $6.3K | +$3.4K | 71.4% |
| Fortitude Family Office, LLC | 80 | +4 | $10.5K | +$3.3K | 5.3% |
| AdvisorNet Financial, Inc | 47 | +12 | $6.2K | +$2.8K | 34.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 65,998 | +2,812 | $8.7K | +$2.7K | 4.5% |
| Mn Services Vermogensbeheer B.V. | 60,935 | +2,435 | $8.0K | +$2.4K | 4.2% |
| CHILTON CAPITAL MANAGEMENT LLC | 49 | +4 | $6.4K | +$2.2K | 8.9% |
| High Note Wealth, LLC | 52 | +2 | $6.8K | +$2.1K | 4.0% |
| MEEDER ASSET MANAGEMENT INC | 51 | +1 | $6.7K | +$1.9K | 2.0% |
| Physician Wealth Advisors, Inc. | 21 | +8 | $2.8K | +$1.5K | 61.5% |
| LSV ASSET MANAGEMENT | 25,000 | +4,600 | $3.3K | +$1.3K | 22.5% |
| Retirement Wealth Solutions LLC | 22 | +2 | $2.9K | +$986 | 10.0% |
| Bay Harbor Wealth Management, LLC | 11 | +6 | $1.4K | +$968 | 120.0% |
| Rialto Wealth Management, LLC | 17 | +2 | $2.2K | +$805 | 13.3% |
| Dunhill Financial, LLC | 8 | +4 | $1.0K | +$680 | 100.0% |
| DiNuzzo Private Wealth, Inc. | 12 | +3 | $1.6K | +$674 | 33.3% |
| HANTZ FINANCIAL SERVICES, INC. | 7,087 | +3,554 | $930 | +$594 | 100.6% |
| BESSEMER GROUP INC | 7,710 | +2,160 | $1.0K | +$484 | 38.9% |
| BI Asset Management Fondsmaeglerselskab A/S | 7,184 | +1,855 | $942 | +$436 | 34.8% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | +1 | $691 | +$311 | 25.0% |
| CENTRAL TRUST Co | 4 | +1 | $578 | +$293 | 33.3% |
| HFM Investment Advisors, LLC | 4 | +1 | $525 | +$240 | 33.3% |
| Cambridge Investment Research Advisors, Inc. | 5,397 | +26 | $708 | +$198 | 0.5% |
| Covestor Ltd | 679 | +499 | $89 | +$72 | 277.2% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 52 | +7 | $6 | +$2 | 15.6% |